ppx

blastdoor said:

tmay said:

avon b7 said:
Just yesterday, there were reports claiming that TSMC had massively cut orders for EUV machines from ASML.
There is a possibility that could imply less new plants (as opposed to expansion of existing plants or hardware renewal). 

While true (and those orders are likely delayed vs canceled) it is also about China, and other authoritarian governments, being restricted from purchase of advanced semiconductors manufactured in the West. That there is an ongoing slowdown in the global economy is exacerbating the slowdown in semiconductors.

https://www.taipeitimes.com/News/biz/archives/2022/09/08/2003784929

In addition, the US government has instructed Nvidia and AMD not to supply their high-end graphics processing units to China, a move which also hurt demand, the report said.

Of note, the West will continue bans on DUV and EUV machines, other various semiconductor manufacturing technologies, operating consumables, and software, and semiconductors themselves, with a goal to restrict China's access to advanced technology that are dual use, civilian and military. 

That is prudent policy by the West.

Fortunately the Dutch see the threat https://apnews.com/article/intelligence-netherlands-terrorism-threat-russia-china-dutch-cyber-attack-277fb0dc4203cbe6fbbc7ad8476b4184 .

hopefully that recognition bodes well for keeping high end semiconductors out of China.

Regarding TSMC — it’s fine either way. If TSMC doesn’t want to take US money then the money will likely go to Intel. I’d love for Intel to get back in the race and be a viable alternative for apple’s business 

First of all, tsmc engineers and taiwanese people here in Taiwan here view on the chip act is merely a political posture to pressure tsmc to set up a fab in the and make no economic sense whatsoever. Not to mention recent talks about how danger to rely on only one manufacturer to produce most of the world most advanced chips and all the shit talks about blowing up tsmc and evacuating all the engineers to the us when china. The point here is US is unhappy that tsmc can churn out highly advanced chips at commerical scale a feat that Intel and Samsung can yet to compete despite they have access to the same technology. The sentiment here in Taiwan is that the US is trying to take the crown jewel of tsmc away from Taiwan. Tsmc's achievements are partly the result of work culture, engineers working around the clock in 12 hour shift to perfect manufacturing processes. Not something you can take for granted. We are building a fab in your country and you now talking about blowing up the company wtf? Taiwan is the Frontline against ccp influence and had a hard time to maintain it in the last presidentital election. This is only fuel anti American sentiment here not how you treat Taiwan people if want to Win heart and minds. One can argue Taiwan should think about its future if it side with ccp. On the contrary, US should think about the consequences of losing Taiwan to the ccp china